Topics covered: Supply and Demand Dynamics, Self-Storage and Office REITs, Residential and Commercial REITs, REIT Access to Capital, Lodging, Favorable REIT Fundamentals, Correlation Between Macroeconomy and Real Estate, Consolidation Activity, Apartment, Agency Mortgage REITs
Companies covered: Vornado Realty Trust (NYSE:VNO), Simon Property Group, Inc. (NYSE:SPG), Parkway Properties, Inc. (NYSE:PKY), Kimco Realty Corporation (NYSE:KIM), Essex Property Trust, Inc. (NYSE:ESS), DDR Corp. (NYSE:DDR), Salesforce.com Inc (NYSE:CRM), Boston Properties, Inc. (NYSE:BXP), Farmland Partners Inc. (NYSE:FPI), Sun Communities, Inc. (NYSE:SUI), First Potomac Realty Trust (NYSE:FPO), Forest City Enterprises Inc., Equity Lifestyle Properties, Inc. (NYSE:ELS), Acadia Realty Trust (NYSE:AKR), Weingarten Realty Investors (NYSE:WRI), Cedar Realty Trust, Inc. (NYSE:CDR), National Retail Properties (NYSE:NNN), Annaly Capital Management Inc (NYSE:NLY), MFA Financial, Inc. (NYSE:MFA), Inland Real Estate Corporation (NYSE:IRC), EPR Properties (NYSE:EPR), Anworth Mortgage Asset Corporation (NYSE:ANH)
